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P.J. Schmidt Investment Management (PJS)’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio HEDJ Stock Details HEDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15,030
Closed -$434K – 158
2014
Q3 		$434K Buy
15,030
+1,570
+12% +$45.2K 0.18% 108
2014
Q2 		$393K Buy
+13,460
New +$392K 0.15% 119

Other funds holding HEDJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s HEDJ Position: Q4 2014 in Review

P.J. Schmidt Investment Management (PJS) sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2014, closing a stake of 15,030 shares — an estimated $434K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in HEDJ in Q2 2014 and held it in 2 quarters. The position peaked at $434K in Q3 2014. 186 funds tracked by Wall St. Rank hold HEDJ as of Q4 2014.

  • P.J. Schmidt Investment Management (PJS) reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2014 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 15,030 WisdomTree Europe Hedged Equity Fund shares in Q4 2014, an estimated $434K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in WisdomTree Europe Hedged Equity Fund in Q2 2014 and held it in 2 quarters.
  • P.J. Schmidt Investment Management (PJS)'s WisdomTree Europe Hedged Equity Fund position peaked at $434K in Q3 2014.
  • 186 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2014.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2014, filed 22 Jan 2015.